+158.8%
EXPE vs VNQ
+29.8%
+129.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +2.3% |
| 7D | -8.7% | -2.6% | -6.0% | -6.5% |
| 30D | -13.6% | -2.3% | -11.3% | -11.8% |
| 3M | +26.6% | -2.8% | +29.4% | +30.0% |
| 6M | +19.9% | +2.5% | +17.4% | +17.3% |
| YTD | -1.7% | +8.4% | -10.2% | -9.0% |
| 1Y | +29.4% | +6.8% | +22.7% | +21.6% |
| All | +158.8% | +29.8% | +129.0% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VNQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling